EPAM Systems Inc.

21 days ago · seekingalpha.com

EPAM Systems faces a challenging transition as AI disrupts its traditional software services, but I see undervalued adaptability and capital return potential. AI-related revenue now comprises 11% of Q2 2026 sales, yet much of this merely replaces legacy work, limiting near-term growth acceleration. Management is aggressively repurchasing shares, supported by a strong net cash position and a compelling valuation (EV/EBITDA 7x, P/CF 11x).

24 days ago · zacks.com

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28 days ago · prnewswire.com

New offering leverages EPAM's decades of enterprise engineering depth and established AI lab partnerships to supply advanced data and evaluation services NEWTOWN, Pa., Oct. 5, 2026 /PRNewswire/ -- EPAM Systems, Inc.  (NYSE: EPAM) today announced the launch of a new strategic offering dedicated to powering the next generation of frontier AI models.

1 month ago · prnewswire.com

NEWTOWN, Pa., Oct. 2, 2026 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation services and product engineering company, will host a conference call at 8:00 a.m.

1 month ago · prnewswire.com

Drawing on decades of engineering excellence, EPAM built a robust cloud-native environment and applications to support EuroCTP on its mission to solve a complex, long-standing data fragmentation challenge. NEWTOWN, Pa.

2 months ago · seekingalpha.com

EPAM Systems faces near-term revenue headwinds as AI cannibalizes legacy services, but trades at just 8.7x forward non-GAAP earnings. AI-native revenue now exceeds 11% of EPAM, growing double-digit sequentially, while margins and adjusted EPS are improving despite flat topline growth. Engine Capital's activist push for a $750M buyback leverages EPAM's strong balance sheet and could materially shrink the share count at current valuations.

2 months ago · reuters.com

Activist hedge fund Engine Capital ​has a 1.5% stake in EPAM ‌Systems and is pushing the software firm to increase share buybacks or consider a sale ​following stock declines sparked by fears ​of AI disruption, a source familiar ⁠with the matter said.

2 months ago · prnewswire.com

The partnership combines Wiz's production-grade cloud and AI security platform with EPAM's AI-native engineering and modernization capabilities to help organizations move from risk visibility to remediation across complex multi-cloud environments. NEWTOWN, Pa.

2 months ago · gurufocus.com

On August 21, 2026, EPAM Systems Inc (EPAM) shares rose 3.4% to a current price of $110.34, reflecting a strong recovery in recent weeks, as the stock has incre

3 months ago · zacks.com

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.